WI
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Wintrust Investments’s IBM IBM Stock Holding History

Wintrust Investments’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-523
Closed -$68K – 299
2016
Q4 		$68K Buy
+523
New +$79.7K 0.03% 212

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Wintrust Investments's IBM Position: Q4 2024 in Review

Wintrust Investments reduced its IBM (IBM) stake by 15% in Q4 2024, selling an estimated $6.68K and leaving 175 shares worth $38K. The position accounts for 0.03% of the portfolio, ranked #296.

Wintrust Investments first reported a position in IBM in Q2 2016 and has held it in 30 quarters since. The position peaked at $3.29M in Q2 2018. 3,139 funds tracked by Wall St. Rank hold IBM as of Q4 2024.

  • Wintrust Investments held 175 shares of IBM worth $38K as of Q4 2024.
  • Wintrust Investments sold 30 IBM shares in Q4 2024, an estimated $6.68K.
  • IBM made up 0.03% of Wintrust Investments's portfolio in Q4 2024, its #296 holding.
  • Wintrust Investments first reported a position in IBM in Q2 2016 and has held it in 30 quarters since.
  • Wintrust Investments's IBM position peaked at $3.29M in Q2 2018.
  • 3,139 funds tracked by Wall St. Rank held IBM as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.